Newbridge Financial Services Group’s HDFC Bank HDB Stock Holding History

Newbridge Financial Services Group’s Portfolio HDB Stock Details HDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-496	Closed	-$14.6K	–	1239
2023 Q3	$14.6K	Sell	496 -126	-20%	-$4.1K	0.01%	718
2023 Q2	$21.7K	Hold	622	–	–	0.01%	672
2023 Q1	$20.8K	Sell	622 -800	-56%	-$26.7K	0.01%	705
2022 Q4	$48.7K	Hold	1,422	–	–	0.03%	471
2022 Q3	$42K	Buy	1,422 +804	+130%	+$24.7K	0.02%	497
2022 Q2	$17K	Hold	618	–	–	0.01%	704
2022 Q1	$19K	Hold	618	–	–	0.01%	744
2021 Q4	$20K	Hold	618	–	–	0.01%	726
2021 Q3	$23K	Buy	618 +2	+0.3%	+$74	0.01%	624
2021 Q2	$23K	Hold	616	–	–	0.01%	734
2021 Q1	$24K	Buy	+616	New	+$24.1K	0.02%	642

Other funds holding HDB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Newbridge Financial Services Group's HDB Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of HDFC Bank (HDB) in Q4 2023, closing a stake of 496 shares — an estimated $14.6K sold.

Newbridge Financial Services Group first reported a position in HDB in Q1 2021 and held it in 11 quarters. The position peaked at $48.7K in Q4 2022. 559 funds tracked by Wall St. Rank hold HDB as of Q4 2023.

Newbridge Financial Services Group reported no remaining HDFC Bank position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 496 HDFC Bank shares in Q4 2023, an estimated $14.6K.
Newbridge Financial Services Group first reported a position in HDFC Bank in Q1 2021 and held it in 11 quarters.
Newbridge Financial Services Group's HDFC Bank position peaked at $48.7K in Q4 2022.
559 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.